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How two deals struck last week show midsize RIAs reigniting the M&A and breakaway movements

The stakes are high for an ex-Morgan Stanley team that bolted with years to go on retention bonuses and a Virginia RIA is hitching its expansion plans to United Capital's star

Author Lisa Shidler July 15, 2013 at 4:15 PM
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Jeff Spears: People have the mantra that if it ain't broke, don't fix it. There are no pain points.

Breakaway Stories



Related Moves

July 16, 2022 at 1:35 AM

A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed: 'Nobody's slept since April'

Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs

August 15, 2019 at 7:58 PM


Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

Mirador Capital Partners
RIA Serving Endowments/Foundations
Top Executive: Don Garman

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks



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